Filed July 20, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,670 | $65,561+55.1% | $86,188+18.0% | $75,163+35.3% |
| Participation rate | 32.3% | 60.5%-28.2pp | 69.0%-36.7pp | 67.2%-34.9pp |
| Annual return | 16.18% | 46.05%-29.9pp | 1168.45%-1152.3pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,053 | $1,553-32.2% | $2,380-55.8% | $2,670-60.6% |
| Participant deferral / active EE | $2,165 | $3,024-28.4% | $3,985-45.7% | $4,125-47.5% |
| Admin fee / account holder | $5,679 | $5,474+3.7% | $6,852-17.1% | $5,651+0.5% |